workflow for assign all newly created leads to particular user

💬 General Discussion
1

workflow for assign all newly created leads to particular user

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Hi there,

How are you creating the lead? IS this a web to lead or is the lead being created directly in the CRM? It is a very simple workflow to do this. You would simply create a workflow to run on the Leads module with record type = New and then add an action to modify the record to set the assigned to value to the required value.

Thanks,

Will.